Financial service sector is one of the sunrise sectors in India. It has a rapidly growing Banking & Financial Services sector based on sound fundamentals.

Insurance planning, retirement planning, wealth management, children marriage expenses planning, tax efficient investing, Unit linked insurance plan, structured products, alternative investments, need based advice are some of the many new terms and products, which have given rise to Financial planning module. This transition is leading to improved methods and more sophisticated approach being employed by financial planners to meet the needs of the clients.

The CFP^CM program is meant for:-

1. Relationship managers with banks, stock broking companies, Insurance companies, Mutual funds etc.
2. Unit managers or Development managers of Life Insurance companies
3. Stock brokers offering wealth management services to their clients
4. Corporate finance executives and Accountants
5. Agents or advisors of Post Office, Mutual Funds, Insurance companies and who are into the financial distribution company.
6. Financial planners
7. Software professionals interested in acquiring domain knowledge in personal financial planning
8. Students who are looking to make career in financial services sector.

Global Career Scope –
Presence of FPSB in 23 countries across the world provides an excellent global Career opportunity. FPSB permits a professional to go for dual certification on getting certified by FPSB Affiliate of the respective territory.

After Completing CFP^CM certification program:-

1. You can start your own financial planning practice.
2. You can join corporate (Banks/Broking Houses/Insurance companies/Distribution Houses/AMCs) as a Financial Planner/Wealth Manager/Investment Advisor/Relationship Manager.
3. Provide consultancy services to High Networth Individuals.